Portfolio Management. 26 question(s) in this unit's pool (2 above the exam). Free up to ten a day; the coach picks which ones based on what you have already answered and when each is next due.
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Pick an answer, say how sure you are, then reveal. Every wrong choice gets its own explanation. Questions you have already answered correctly and confidently stay out of the way until they are due for review again.
An analyst estimates that Stock X has a beta of 1.4. The risk-free rate is 3.0% and the expected market return is 9.0%. According to CAPM, the required return for Stock X is closest to:
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Unit: portfolio-risk-and-return-part-ii
A stock has an expected return of 14%. The risk-free rate is 4% and the market risk premium is 7%. The stock's beta according to CAPM is closest to:
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Unit: portfolio-risk-and-return-part-ii
Stock Y has a beta of 0.7, risk-free rate of 2.5%, and expected market return of 8.5%. Stock Y's current expected return is 6.8%. Which of the following is most accurate?
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Unit: portfolio-risk-and-return-part-ii
Which of the following statements about the Security Market Line (SML) is most accurate?
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Unit: portfolio-risk-and-return-part-ii
A portfolio manager holds two assets: Asset A (beta = 1.2, weight = 60%) and Asset B (beta = 0.5, weight = 40%). The risk-free rate is 3% and the expected market return is 10%. The required return on the portfolio is closest to:
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Unit: portfolio-risk-and-return-part-ii
Which of the following is most likely a key assumption of the Capital Asset Pricing Model (CAPM)?
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Unit: portfolio-risk-and-return-part-ii
An analyst calculates that Stock Z has an alpha of -2.3%. According to CAPM, which of the following best describes Stock Z?
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Unit: portfolio-risk-and-return-part-ii
Why does CAPM hold that unsystematic (idiosyncratic) risk is most likely not compensated with higher expected return?
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Unit: portfolio-risk-and-return-part-ii
Which of the following most accurately describes the relationship between the Capital Market Line (CML) and the Security Market Line (SML), most likely?
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Unit: portfolio-risk-and-return-part-ii
A stock has a beta of -0.3. The risk-free rate is 3% and the market risk premium is 6%. The CAPM required return is closest to:
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Unit: portfolio-risk-and-return-part-ii
According to CAPM, which of the following would most likely cause the required return on ALL stocks to increase simultaneously?
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Unit: portfolio-risk-and-return-part-ii
The risk-free rate is 2.0% and the expected market return is 8.0%. Stock A has a beta of 1.6 and an expected return of 12.0%. Stock B has a beta of 0.8 and an expected return of 6.4%. Which statement is most accurate?
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Unit: portfolio-risk-and-return-part-ii
Portfolio A has a return of 12%, a standard deviation of 18%, and a beta of 0.9. Portfolio B has a return of 14%, a standard deviation of 22%, and a beta of 1.2. The risk-free rate is 3%. Which portfolio most likely has a higher Sharpe ratio?
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Unit: portfolio-risk-and-return-part-ii
An investor is evaluating two fund managers. Manager X runs a diversified fund that closely tracks the S&P 500. Manager Y runs a concentrated fund of 15 stocks in the technology sector. Which performance measure is MOST appropriate for ranking Manager X, and which is MOST appropriate for ranking Manager Y?
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Unit: portfolio-risk-and-return-part-ii
A portfolio manager generated a return of 16% last year. The CAPM expected return for this portfolio, given its beta of 1.1 and a risk-free rate of 4% with a market risk premium of 8%, is closest to:
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Unit: portfolio-risk-and-return-part-ii
Using the same data as the previous question (portfolio return 16%, CAPM expected return 12.8%), jensen's alpha for this portfolio is closest to:
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Unit: portfolio-risk-and-return-part-ii
Portfolio X has a Treynor ratio of 0.08 and Portfolio Y has a Treynor ratio of 0.06. An investor holding a diversified market portfolio is considering adding one of these funds. Which fund should the investor most likely prefer, and why?
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Unit: portfolio-risk-and-return-part-ii
An active equity manager has an information ratio of 0.65 and a tracking error of 5.0%. The manager's annual active return (alpha) relative to the benchmark is closest to:
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Unit: portfolio-risk-and-return-part-ii
Three portfolios have the following characteristics. Risk-free rate is 2%. Portfolio P: Return 10%, Std Dev 15%, Beta 0.8. Portfolio Q: Return 13%, Std Dev 20%, Beta 1.1. Portfolio R: Return 9%, Std Dev 12%, Beta 0.7. Rank these portfolios from best to worst using the Sharpe ratio, most likely.
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Unit: portfolio-risk-and-return-part-ii
Portfolio Z has a Sharpe ratio of -0.15. Portfolio W has a Sharpe ratio of -0.30. Which portfolio performed better on a risk-adjusted basis, most likely?
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Unit: portfolio-risk-and-return-part-ii
Which of the following statements about the Information Ratio is MOST accurate?
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Unit: portfolio-risk-and-return-part-ii
A portfolio manager's fund returned 11.5% over the past year. The benchmark returned 9.0%. The fund's tracking error was 4.0%. The Information Ratio is closest to:
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Unit: portfolio-risk-and-return-part-ii
Which performance measure would be MOST appropriate when comparing the performance of mutual fund managers who each manage a single fund that represents the investor's ENTIRE portfolio?
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Unit: portfolio-risk-and-return-part-ii
Portfolio A: Return 15%, Beta 1.3, Std Dev 20%. Portfolio B: Return 12%, Beta 0.8, Std Dev 14%. Risk-free rate 3%, Market return 10%. Calculate Jensen's alpha for both portfolios and identify which manager added more value relative to market expectations, most likely.
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Unit: portfolio-risk-and-return-part-ii
A stock has a beta of 1.4. The risk-free rate is 3% and the expected market return is 9%. The stock's ACTUAL realized return over the period was 12%. Combining the Capital Asset Pricing Model with the concept of Jensen's alpha, the stock's Jensen's alpha for the period is closest to:
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Unit: portfolio-risk-and-return-part-ii
An investor is choosing between the Sharpe ratio and the Treynor ratio to evaluate a manager's risk-adjusted performance. The manager's portfolio is the investor's ENTIRE investable wealth (not one holding within a larger diversified portfolio). Combining the risk measure each ratio uses with this specific context (a standalone, entire-wealth portfolio), the investor should most likely conclude that:
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Unit: portfolio-risk-and-return-part-ii